Qube Research & Technologies (QRT)
HLI icon

Qube Research & Technologies (QRT)’s Houlihan Lokey HLI Stock Holding History

Qube Research & Technologies (QRT)’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.6M Buy
255,164
+81,148
+47% +$13.3M 0.04% 554
2025
Q4 		$30.3M Sell
174,016
-34,497
-17% -$6.33M 0.03% 713
2025
Q3 		$42.8M Sell
208,513
-65,874
-24% -$12.9M 0.04% 530
2025
Q2 		$49.4M Buy
274,387
+166,285
+154% +$27.9M 0.05% 472
2025
Q1 		$17.5M Buy
108,102
+18,404
+21% +$3.16M 0.02% 810
2024
Q4 		$15.6M Buy
89,698
+32,845
+58% +$5.78M 0.02% 834
2024
Q3 		$8.98M Sell
56,853
-4,906
-8% -$733K 0.01% 1102
2024
Q2 		$8.33M Sell
61,759
-14,757
-19% -$1.93M 0.01% 1004
2024
Q1 		$9.81M Buy
+76,516
New +$9.47M 0.02% 858
2023
Q3 		– Sell
-8,416
Closed -$827K – 4189
2023
Q2 		$827K Buy
+8,416
New +$761K ﹤0.01% 1378
2022
Q3 		– Sell
-3,811
Closed -$301K – 2709
2022
Q2 		$301K Sell
3,811
-30,420
-89% -$2.54M ﹤0.01% 1592
2022
Q1 		$3M Buy
34,231
+10,955
+47% +$1.13M 0.03% 670
2021
Q4 		$2.41M Buy
23,276
+20,705
+805% +$2.21M 0.02% 777
2021
Q3 		$237K Buy
+2,571
New +$225K ﹤0.01% 1584
2021
Q2 		– Sell
-3,596
Closed -$239K – 2482
2021
Q1 		$239K Sell
3,596
-9,843
-73% -$664K ﹤0.01% 1571
2020
Q4 		$904K Buy
13,439
+7,754
+136% +$503K 0.01% 910
2020
Q3 		$336K Sell
5,685
-10,947
-66% -$627K ﹤0.01% 1189
2020
Q2 		$925K Buy
+16,632
New +$969K 0.01% 883
2020
Q1 		– Sell
-6,691
Closed -$327K – 1360
2019
Q4 		$327K Buy
+6,691
New +$316K 0.01% 1183

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qube Research & Technologies (QRT)'s HLI Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its Houlihan Lokey (HLI) stake by 47% in Q1 2026, buying an estimated $13.3M and bringing the position to 255,164 shares worth $36.6M. The position accounts for 0.04% of the portfolio, ranked #554.

Qube Research & Technologies (QRT) first reported a position in HLI in Q4 2019 and has held it in 19 quarters since. The position peaked at $49.4M in Q2 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Qube Research & Technologies (QRT) held 255,164 shares of Houlihan Lokey worth $36.6M as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 81,148 Houlihan Lokey shares in Q1 2026, an estimated $13.3M.
  • Houlihan Lokey made up 0.04% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #554 holding.
  • Qube Research & Technologies (QRT) first reported a position in Houlihan Lokey in Q4 2019 and has held it in 19 quarters since.
  • Qube Research & Technologies (QRT)'s Houlihan Lokey position peaked at $49.4M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.